{"id":25661,"date":"2023-02-07T21:10:28","date_gmt":"2023-02-07T21:10:28","guid":{"rendered":"https:\/\/userpilot.com\/blog\/onboarding-tutorial\/"},"modified":"2026-04-13T17:08:30","modified_gmt":"2026-04-13T17:08:30","slug":"onboarding-tutorial","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/onboarding-tutorial\/","title":{"rendered":"Best Practices Guide to Creating a Successful Onboarding Tutorial for SaaS"},"content":{"rendered":"<p>Helping your users to experience value should be your primary objective as a SaaS owner or a product manager: creating an onboarding tutorial can be one of the most effective tools to help you get the job done.<\/p>\n<p>In this comprehensive walkthrough, we&#8217;re going to unpack the best practices for creating an effective onboarding tutorial within your own SaaS. Get it right, and you&#8217;ll transform the <a href=\"https:\/\/userpilot.com\/product\/product-growth-insights\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding experience<\/a> for your customers.<\/p>\n<p>Ready to get started? Let&#8217;s get right into it!<\/p>\n<h2>Summary of creating an onboarding tutorial for SaaS<\/h2>\n<ul>\n<li><a href=\"https:\/\/userpilot.com\/blog\/onboarding-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">User onboarding<\/a> is a multi-faceted, multi-dimensional process designed to drive customer success <em>throughout <\/em>the entire customer lifecycle. Crucially, <a href=\"https:\/\/userpilot.com\/blog\/proactive-vs-reactive-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding users<\/a> is not a \u2018once and done\u2019 activity.<\/li>\n<li>An <a href=\"https:\/\/userpilot.com\/blog\/best-user-onboarding-experience\/\">onboarding<\/a> tutorial is, in essence, a series of structured steps in the user <a href=\"https:\/\/userpilot.com\/blog\/progressive-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flow<\/a> that help explain how to utilize your product and its core features.<\/li>\n<li>Web and <a href=\"https:\/\/userpilot.com\/blog\/userpilot-for-mobile-onboarding\/\" target=\"_blank\" rel=\"noopener\">mobile onboarding<\/a> tutorials are pretty much the same thing. You might want to use them for different elements of the onboarding flow, but the goal is the same: helping your <a href=\"https:\/\/userpilot.com\/blog\/improve-customer-experience-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">users experience value<\/a> quickly.<\/li>\n<li>You should absolutely consider building a <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\">user onboarding<\/a> tutorial for a few key reasons: to improve the entire <a href=\"https:\/\/userpilot.com\/blog\/client-onboarding-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding experience<\/a>, increase the <a href=\"https:\/\/userpilot.com\/blog\/user-activation-benchmarks\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation rate<\/a>, and keep hold of your existing users by improving the <a href=\"https:\/\/userpilot.com\/blog\/how-to-increase-retention-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">retention rate<\/a>.<\/li>\n<li>There are a huge array of techniques and tactics to draw from when creating an onboarding tutorial within your own application. You could start things off with a <a href=\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome survey<\/a> to gather valuable customer insight (and use that to <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize onboarding<\/a>). Populate <a href=\"https:\/\/userpilot.com\/blog\/empty-state-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">empty states<\/a> to get them off to a fast start, etc.<\/li>\n<\/ul>\n<h2 id=\"qn4a\"><strong>What is user onboarding?<\/strong><\/h2>\n<p><a href=\"https:\/\/userpilot.com\/blog\/onboarding-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">User onboarding<\/a> is a critical concept to grasp for any professional product person.<\/p>\n<p>But it&#8217;s far more complex than you might think: it&#8217;s not just about helping <a href=\"https:\/\/userpilot.com\/blog\/client-onboarding-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">first-time users<\/a> learn how to use your product.<\/p>\n<p>It&#8217;s a multi-faceted, multi-dimensional process designed to drive customer success <em>throughout <\/em>the entire customer lifecycle. Crucially, <a href=\"https:\/\/userpilot.com\/blog\/proactive-vs-reactive-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding<\/a> is not a \u2018once and done\u2019 activity.<\/p>\n<h2 id=\"b7l4p\"><strong>What is an onboarding tutorial?<\/strong><\/h2>\n<p>An onboarding tutorial is an important part of any onboarding flow.<\/p>\n<p>You can think of it as a way to help your customers nail their onboarding and experience value from the very start of their experience &#8211; a series of structured steps in the user onboarding process that help explain how to utilize your product and its core features.<\/p>\n<h2 id=\"487os\"><strong>Web app onboarding tutorial vs mobile app onboarding tutorial<\/strong><\/h2>\n<p>You might have heard these terms described in different contexts. But for all intents and purposes, these are <strong>exactly the same<\/strong>.<\/p>\n<p>They are simply variations of different app onboarding tutorials&#8230; One focused primarily on the onboarding UX within your web app itself, and the other is usually a supplement launched via mobile.<\/p>\n<p>One key difference to bear in mind: mobile users typically <em>don&#8217;t <\/em>have the same patience (or ability to complete complex actions). You should design your user onboarding experience (and subsequent <a href=\"https:\/\/userpilot.com\/blog\/onboarding-screen\/\">onboarding screens<\/a>) accordingly. With that in mind, the <a href=\"https:\/\/userpilot.com\/blog\/userpilot-for-mobile-onboarding\/\" target=\"_blank\" rel=\"noopener\">mobile onboarding process<\/a> should be as simple as possible.<\/p>\n<h2 id=\"8ds3f\"><strong>Why do you need an onboarding tutorial for your SaaS?<\/strong><\/h2>\n<p>Now, you might be thinking&#8230; why should you bother creating an onboarding tutorial within your SaaS? We&#8217;ll explore exactly how onboarding drives value below.<\/p>\n<h3 id=\"acofa\"><strong>Improve user onboarding experience<\/strong><\/h3>\n<p>First, and perhaps most obviously, an onboarding tutorial will drastically improve the overall <a href=\"https:\/\/userpilot.com\/blog\/improve-customer-experience-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding experience.<\/a><\/p>\n<p>A carefully structured &#8216;path to value&#8217; means you reduce the risk of users landing in your app, then struggling to figure out what to do next. You want to avoid that <strong>stuck <\/strong>feeling at all costs&#8230; and meet user needs as quickly as possible.<\/p>\n<p>A stuck user means friction, and friction can lead to <a href=\"https:\/\/userpilot.com\/blog\/at-risk-customers\/\" target=\"_blank\" rel=\"noopener noreferrer\">churn<\/a>.<\/p>\n<h3 id=\"1ug9e\"><strong>Increase activation rate<\/strong><\/h3>\n<p>Next, a successful onboarding can help drive up the activation rate. The <strong><a href=\"https:\/\/userpilot.com\/blog\/activation-engagement-funnel\/\" target=\"_blank\" rel=\"noopener noreferrer\">user activation rate<\/a> <\/strong>(sometimes known as the product activation rate) is a vital metric that will help you understand the proportion of users who\u2019ve reached a <a href=\"https:\/\/userpilot.com\/blog\/activation-metrics-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">specific activation milestone.<\/a><\/p>\n<p>An<a href=\"https:\/\/userpilot.com\/blog\/activation-engagement-funnel\/\" target=\"_blank\" rel=\"noopener noreferrer\"> engaging onboarding tutorial<\/a> that shows people exactly how to experience value within your product will absolutely drive them toward activation sooner.<\/p>\n<h3 id=\"bsu3v\"><strong>Improve user retention<\/strong><\/h3>\n<p>Increasing activation is fantastic &#8211; but it&#8217;ll all be for nothing if you fail to keep hold of your users. <a href=\"https:\/\/userpilot.com\/blog\/how-to-increase-retention-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">Customer retention rates <\/a>will help you understand how effectively you&#8217;re maintaining your user base.<\/p>\n<p>Your ultimate goal should be this: you want your customers to feel like they&#8217;re experiencing enough value from your product to keep paying for it long into the future.<\/p>\n<p>Onboarding sets them firmly on that path.<\/p>\n<h2 id=\"e4eil\"><strong>Best practices when creating an onboarding tutorial for first-time users<\/strong><\/h2>\n<p>Next up, we&#8217;re going to analyze the most effective tactics you can deploy when building a user onboarding tutorial for the first time. Apply them to your own onboarding UX, and you&#8217;ll easily be able to create an experience that delights your users.<\/p>\n<h3 id=\"37cmd\"><strong>Use a welcome survey to collect customer data and personalize the onboarding process<\/strong><\/h3>\n<p>The first impression <em>always<\/em> counts: particularly in the SaaS world.<\/p>\n<p>A <a href=\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome survey<\/a> is a fantastic way to greet your users and land them smoothly in your app. If you&#8217;re clever about it though, <a href=\"https:\/\/userpilot.com\/blog\/greeting-message-for-new-customers\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome<\/a> surveys are a double-edged sword: they&#8217;ll also help you to gather valuable customer data.<\/p>\n<p>You can use those insights to tailor and <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize the onboarding flow<\/a> for each individual user segment (and improve the experience for each new user).<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-welcome-survey-onboarding-tutorial_18c502a51b33dda279aa199b33bda7fd_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-welcome-survey-onboarding-tutorial_18c502a51b33dda279aa199b33bda7fd_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-welcome-survey-onboarding-tutorial_18c502a51b33dda279aa199b33bda7fd_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-welcome-survey-onboarding-tutorial_18c502a51b33dda279aa199b33bda7fd_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-welcome-survey-onboarding-tutorial_18c502a51b33dda279aa199b33bda7fd_800.jpg\" alt=\"Screenshot of Userpilot\" \/><\/picture><figcaption>A progress bar can make checklists even more effective.<\/figcaption><\/figure>\n<h2 id=\"c5cgi\"><strong>Use an onboarding checklist to prompt micro conversions<\/strong><\/h2>\n<p>You&#8217;re probably familiar with <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklists<\/a>: maybe you even use one to keep track of your priorities as part of your daily to-do list.<\/p>\n<p>These sorts of powerful <a href=\"https:\/\/userpilot.com\/blog\/onboarding-screen\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a> UX patterns can absolutely transform user onboarding. All of a sudden, you&#8217;ve created a dynamic, engaging way to interact with your product and figure out how to get value from your core features.<\/p>\n<p>Why are <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding checklists<\/a> so effective?<\/p>\n<ol type=\"1\">\n<li>They provide a clear mechanism for your users to engage with the features you classify as most fundamental to product success.<\/li>\n<li>By forcing interaction, they stimulate new users to take the next actionable step.<\/li>\n<li>Ticking off individual items helps build a sense of satisfaction and completion: by the end of a checklist, a user should be well-equipped to get the most from all your product features.<\/li>\n<\/ol>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-onboarding-checklist-onboarding-tutorial_6cc213f8fda70349a50f0419b77d9b2d_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-onboarding-checklist-onboarding-tutorial_6cc213f8fda70349a50f0419b77d9b2d_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-onboarding-checklist-onboarding-tutorial_6cc213f8fda70349a50f0419b77d9b2d_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-onboarding-checklist-onboarding-tutorial_6cc213f8fda70349a50f0419b77d9b2d_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-onboarding-checklist-onboarding-tutorial_6cc213f8fda70349a50f0419b77d9b2d_800.jpg\" alt=\"Screenshot of Userpilot interface\" \/><\/picture><figcaption>Encourage your users with interactive checklists.<\/figcaption><\/figure>\n<h3 id=\"6qiue\"><strong>Use gamification elements to drive user engagement<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-gamification\/\" target=\"_blank\" rel=\"noopener noreferrer\">Gamification<\/a> is taking the SaaS world by storm: it&#8217;s a powerful tactic to leverage.<\/p>\n<p>The <a href=\"https:\/\/userpilot.com\/blog\/gamification-example-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">crux of gamification<\/a> in the onboarding process is adding a combination of interactive elements to the <a href=\"https:\/\/userpilot.com\/blog\/ux-gamification\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flow<\/a> to increase a sense of <strong>fun, competition, <\/strong>or <strong>incentive<\/strong>.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/asana-gamification-example-onboarding-tutorial_72a73c53a0e4343c151a1f3a0fc7d184.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/asana-gamification-example-onboarding-tutorial_72a73c53a0e4343c151a1f3a0fc7d184.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/asana-gamification-example-onboarding-tutorial_72a73c53a0e4343c151a1f3a0fc7d184.gif\" alt=\"Animation of engaging animation\" \/><\/picture><figcaption>Motivate your users to keep going.<\/figcaption><\/figure>\n<p>All of these themes serve as powerful motivators that help drive your users toward the core tasks they need to complete (that they might otherwise dismiss as &#8216;boring&#8217;) to hit the activation point.<\/p>\n<p>The greater the number of activated users &#8211; and the more effectively you meet their needs &#8211; the more successful your onboarding tutorial.<\/p>\n<h3 id=\"a05pq\"><strong>Use different onboarding UX patterns to guide users<\/strong><\/h3>\n<p>Here&#8217;s another tactic to add to your toolkit: utilize the full range of <a href=\"https:\/\/userpilot.com\/blog\/onboarding-ux-patterns\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding UX patterns<\/a> at your disposal.<\/p>\n<p>A product team, SaaS owner, or group of UX designers that become too reliant on a particular set of UI patterns are shutting themselves off from an incredible amount of pent-up value.<\/p>\n<p>There are so many types of <a href=\"https:\/\/userpilot.com\/blog\/onboarding-ux-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding UI patterns<\/a> to pick from:<\/p>\n<ul>\n<li><a href=\"https:\/\/userpilot.com\/blog\/how-to-create-tooltips\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tooltips<\/a> help provide contextual information without cluttering the UI.<\/li>\n<li>Banners provide a constant reminder of key information.<\/li>\n<li>Hotspots engage your users with relevant information.<\/li>\n<li>Pop-ups provide an instant way of drawing attention.<\/li>\n<li>Slideouts are engaging and subtle without overwhelming.<\/li>\n<\/ul>\n<p>Pick which pattern you deploy at different stages of your onboarding to guide, educate and inform your users.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-onboarding-video-onboarding-tutorial_ca2b998ef853ca47ef207963cefdaab9_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-onboarding-video-onboarding-tutorial_ca2b998ef853ca47ef207963cefdaab9_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-onboarding-video-onboarding-tutorial_ca2b998ef853ca47ef207963cefdaab9_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-onboarding-video-onboarding-tutorial_ca2b998ef853ca47ef207963cefdaab9_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-onboarding-video-onboarding-tutorial_ca2b998ef853ca47ef207963cefdaab9_800.jpg\" alt=\"Screenshot of Userpilot onboarding\" \/><\/picture><figcaption>A modal\/popup with an onboarding video that shows new users how to use the product.<\/figcaption><\/figure>\n<h3 id=\"dlh91\">Replace long product tours with interactive walkthroughs<\/h3>\n<p>Here&#8217;s a key tip for <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">effective onboarding:<\/a> you need to optimize for speed, and maximize the value you provide in as short a period of time as possible. Convey the essential information and vital points quickly.<\/p>\n<p>An easy way to do that is to avoid spending ages on irrelevant information. You don&#8217;t need to set out in minute detail every element of the basic operations of your app.<\/p>\n<p>An<a href=\"https:\/\/userpilot.com\/blog\/create-better-product-tours\/\" target=\"_blank\" rel=\"noopener noreferrer\"> interactive, engaging walkthrough<\/a> that provides contextually relevant information to your users is a far better way of building <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-flow\/\">a user onboarding flow<\/a>.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Rocketbots-interactive-walkthrough-onboarding-tutorial_3658c7032862480e93f7d69c2b99e977.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Rocketbots-interactive-walkthrough-onboarding-tutorial_3658c7032862480e93f7d69c2b99e977.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Rocketbots-interactive-walkthrough-onboarding-tutorial_3658c7032862480e93f7d69c2b99e977.gif\" alt=\"Animation of Userpilot walkthrough\" \/><\/picture><figcaption>Motivate your users to keep going with a walkthrough.<\/figcaption><\/figure>\n<h3 id=\"73d9d\">Take advantage of blank slates<\/h3>\n<p>In the world of SaaS, <a href=\"https:\/\/userpilot.com\/blog\/blank-slate-ui-design-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">a blank slate<\/a> is a <strong>missed opportunity<\/strong>. You should ensure your in-app experience makes the most of all the areas in your product that exhibit empty space.<\/p>\n<p>You can personalize key elements, give your <a href=\"https:\/\/userpilot.com\/blog\/empty-state-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">users a fast start<\/a>, and in doing so drastically reduce time to value. Every action you take that helps reduce your user&#8217;s frustration is going to boost the retention rate. All of that means the user journey you create is far smoother.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div style=\"max-width: 100%; position: relative; height: 400px;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%;\" title=\"How to remove fear of the &quot;white canvas&quot; when you onboard and reduce your time-to-value\" src=\"https:\/\/www.youtube.com\/embed\/0S4CBpzc1JE?feature=oembed\" width=\"200\" height=\"150\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/div><figcaption>Remove the fear of \u201cwhite canvas\u201d.<\/figcaption><\/figure>\n<h3 id=\"958rm\"><strong>Use video tutorials to educate users<\/strong><\/h3>\n<p>The data clearly shows that the vast majority of users benefit from visually driven learning. <a href=\"https:\/\/userpilot.com\/blog\/video-tutorials\/\" target=\"_blank\" rel=\"noopener noreferrer\">Video<\/a> takes that to a whole other level: videos are proven to engage, inform and educate users far more effectively then forcing them to read big blocks of text.<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/best-customer-onboarding-videos-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">Onboarding screens that encompass video<\/a> can help dramatically improve your entire onboarding process. Placing yourself in the user&#8217;s mind, it&#8217;s also important to give them an element of choice: a self-directed tutorial gives them that freedom.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/loom-video-tutorials-onboarding-tutorial_3bf4877539e7a2881b98d06a8bc24760_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/loom-video-tutorials-onboarding-tutorial_3bf4877539e7a2881b98d06a8bc24760_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/loom-video-tutorials-onboarding-tutorial_3bf4877539e7a2881b98d06a8bc24760_800.jpg\" alt=\"loom-video-tutorials-onboarding-tutorial\" \/><\/picture><figcaption>Loom uses onboarding videos.<\/figcaption><\/figure>\n<h3 id=\"ce8m1\"><strong>Onboard users by prompting action<\/strong><\/h3>\n<blockquote><p>&#8220;It isn&#8217;t confidence that comes first, but taking action.&#8221;<\/p><\/blockquote>\n<p>Take the onboarding experience by the scruff of the neck: make sure you breathe life into your onboarding tutorials for the very first interaction they have with your product.<\/p>\n<p>A checklist of tasks helps indicate the first few steps toward value a user needs to take: simply seeing functionality in operation can help prompt a technical realization.<\/p>\n<p>Make sure you start on the right footing!<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Todoist-onboarding-tutorial_056ce743020878833c071ee522ac5175_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Todoist-onboarding-tutorial_056ce743020878833c071ee522ac5175_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/Todoist-onboarding-tutorial_056ce743020878833c071ee522ac5175_800.webp\" alt=\"Screenshot of empty state population\" \/><\/picture><figcaption>A great example of generating quick insight for your users: populate the empty slate.<\/figcaption><\/figure>\n<h2 id=\"bccgl\"><strong>Create an onboarding tutorial<\/strong><\/h2>\n<p>Of course, none of this is possible without the right tool or digital product for the job. <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> is a powerful platform that enables you to easily build personalized, contextually relevant in-app experiences tailored to different user segments.<\/p>\n<p>Let&#8217;s explore how it can help you build onboarding tutorials below.<\/p>\n<h3 id=\"5dhrv\"><strong>Create an onboarding flow with diverse onboarding UI patterns<\/strong><\/h3>\n<p>You can deliver effective visual storytelling, with a variety of UX\/UI onboarding patterns to choose from.<\/p>\n<p>Pick the right combination of UI patterns to help you target your users needs more effectively with effective onboarding materials.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-ui-patterns-onboarding-tutorial_2992c6c48a2f90d0485740d5791d9618_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-ui-patterns-onboarding-tutorial_2992c6c48a2f90d0485740d5791d9618_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-ui-patterns-onboarding-tutorial_2992c6c48a2f90d0485740d5791d9618_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-ui-patterns-onboarding-tutorial_2992c6c48a2f90d0485740d5791d9618_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-ui-patterns-onboarding-tutorial_2992c6c48a2f90d0485740d5791d9618_800.jpg\" alt=\"Screenshot of Userpilot UX patterns\" \/><\/picture><figcaption>Choose the right pattern for the situation.<\/figcaption><\/figure>\n<p>UX research sciences demonstrate that motion makes interaction much simpler: a slideout or tooltip helps you drive the main point you&#8217;re trying to get across with ease.<\/p>\n<h3 id=\"818bf\"><strong>Segment new users to deliver the right first impression<\/strong><\/h3>\n<p>One of the fundamental yet simple rules of product management is to <strong>understand your users<\/strong>.<\/p>\n<blockquote><p>&#8220;Until you understand your customers &#8211; deeply and genuinely &#8211; you cannot truly serve them.&#8221;<\/p><\/blockquote>\n<p>That starts with realizing you shouldn&#8217;t treat them the same: you need to carefully think about how to tailor all your digital products (and the onboarding flow for each) so they land in a favorable way with your target audience.<\/p>\n<p>Each onboarding tutorial should specifically meet the needs of a particular segment of your target audience. Advanced <a href=\"https:\/\/userpilot.com\/blog\/lead-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segmentation<\/a> options make that incredibly easy to realize.<\/p>\n<p>You can create clear user groups by behavior, demographics, self-selected details, and a huge range of other information. That level of data will help you nail a personalized onboarding experience.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/user-segmentation-jtbd-onboarding-tutorial_59e2655684d4e63b26386d9ae6b105a8_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/user-segmentation-jtbd-onboarding-tutorial_59e2655684d4e63b26386d9ae6b105a8_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/user-segmentation-jtbd-onboarding-tutorial_59e2655684d4e63b26386d9ae6b105a8_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/user-segmentation-jtbd-onboarding-tutorial_59e2655684d4e63b26386d9ae6b105a8_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/user-segmentation-jtbd-onboarding-tutorial_59e2655684d4e63b26386d9ae6b105a8_800.jpg\" alt=\"Screenshot of Userpilot interface\" \/><\/picture><figcaption>Segment and target carefully.<\/figcaption><\/figure>\n<h3 id=\"am627\"><strong>Prompt micro-conversions with goals setting<\/strong><\/h3>\n<p>Setting clear goals is an important step toward driving product success.<\/p>\n<p>You can define specific and <a href=\"https:\/\/userpilot.com\/blog\/goal-setting-frameworks-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">actionable goals <\/a>for specific customer segments -linked to specific paths in the customer journey &#8211; to help you understand progress and the behavior of users coming into your app.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-goals-onboarding-tutorial_f01dbb5674bbc1d88a28ea7798397974_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-goals-onboarding-tutorial_f01dbb5674bbc1d88a28ea7798397974_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-goals-onboarding-tutorial_f01dbb5674bbc1d88a28ea7798397974_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-goals-onboarding-tutorial_f01dbb5674bbc1d88a28ea7798397974_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/04\/userpilot-goals-onboarding-tutorial_f01dbb5674bbc1d88a28ea7798397974_800.jpg\" alt=\"userpilot-goals-onboarding-tutorial\" \/><\/picture><figcaption>Set and track goals.<\/figcaption><\/figure>\n<p>You can also trigger specific onboarding flows based on event occurrences.<\/p>\n<h2 id=\"abhpm\">Conclusion<\/h2>\n<p>We&#8217;ve covered a lot of ground!<\/p>\n<p>Hopefully, you now understand exactly what it takes to build a punchy, effective onboarding tutorial that helps delight, engage, and inform users about how to get value from your product as quickly as possible.<\/p>\n<p>So, if you want to get started with onboarding tutorials, <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">get a Userpilot Demo<\/a> &#8211; and see how you can craft experiences that help your users meet their product goals <strong>today<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this comprehensive walkthrough, we\u2019re going to unpack the best practices for creating an effective onboarding tutorial within your own SaaS.<\/p>\n","protected":false},"author":51,"featured_media":25663,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[48],"tags":[109,104,306,482,1471,94,173,50,715,1472],"class_list":["post-25661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-activation-rate","tag-best-user-onboarding-tools","tag-customer-onboarding","tag-onboarding-experiences","tag-onboarding-tutorial","tag-onboarding-user-experience","tag-personalized-onboarding","tag-user-onboarding","tag-user-onboarding-saas","tag-welcome-survey"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Best Practices Guide to Creating a Successful Onboarding Tutorial for SaaS<\/title>\n<meta name=\"description\" content=\"An onboarding tutorial is perfect for helping your users experience value. 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